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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,833 | $133,467-46.9% | $75,784-6.5% | - |
| Participation rate | 0.0% | 60.6%-60.6pp | 75.8%-75.8pp | - |
| Annual return | 3.56% | -2.40%+6.0pp | 9.68%-6.1pp | - |
| Employer contribution / active EE | $0 | $1,704-100.0% | $3,323-100.0% | - |
| Participant deferral / active EE | $0 | $2,196-100.0% | $3,652-100.0% | - |
| Admin fee / account holder | $4,009 | $9,890-59.5% | $5,300-24.4% | - |